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The Use of Technology

Have you ever had any of these questions?

 

Why is our financial advisor recommending this particular product for us? (Ex.: MYGA, DIA, SPIA, QLAC, FIA, Income Rider, Single Premium Life etc.)

 

Will that product best suit our needs to provide a solution, or are there better products that we should consider?

 

As compared to other similar products, is this the best we could do, or could we do better with a product from another company, and, how would we know?

 

When making a decision to purchase a safe money financial product, wouldn’t you like to know these answers?

 

With the help of technology software, we are able to answer these questions for you and show you the results before you make any decision. As our tag line says, “We provide confidence and peace of mind”, which is what our clients seem to want.

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Whether your desire is for accumulation, income, or legacy planning, and to do it safely, we feel annuities should be a strong consideration for your portfolio. (MYGA's, DIA's, SPIA's, QLAC's, or FIA's)

 

If you would like to get an initial idea of what you could accomplish based on your focus, age, retirement date, and potential investment amount, I would encourage you to visit nick.annuitiesgenius.com.

 

It is an incredible no-obligation tool that will provide you with quotes from some of the top carriers. I believe you will enjoy your search. Upon completion, please schedule some time with me at calendly.com/sms-nick for a discussion.

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